Have you ever had a deal “slip through the cracks”? Despite having a pipeline accompanied with automated follow-up, some how, some way, it managed to drop off of your radar? Before we get started, Happy Thanksgiving![Read more…]

When it comes to managing a sales team, you’ll want to first ensure effort is being put forth by each sales representative to work his or her leads. Once that’s covered (Graphly has some great reports for measuring effort) you’ll want to take a close look at effectiveness. After all, efforts don’t pay the bills, results do. Have you ever asked, “what happened to those deals we had in the pipeline last week? Or last month…or last quarter, etc.” If so, you’re not alone. Today we’re releasing two new reports that will supply you with the answer to that question. [Read more…]

While a picture is worth a thousand words, there are times when multiple pictures next to each other can muddy the waters when the intention is to clear things up. We often see dashboards that utilize the same report template with varying criteria per report for multiple side-by-side reports. The most common instance of this occurs when managers are attempting to compare the performance of sales reps to each other. [Read more…]

Over the last few years there have been a handful of reports that have remained dashboard favorites for our users. Two of which are Tags Applied and our coveted Tag Funnel. Today we released new versions of these reports that include grouping tags together for different purposes. Watch the video explanation to see how you can put these new reports to good use: [Read more…]